Horizon Investments’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Horizon Investments’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.16M	Buy	3,508 +1,699	+94%	+$1.08M	0.02%	461
2025 Q4	$1.09M	Sell	1,809 -81	-4%	-$48.5K	0.01%	612
2025 Q3	$1.13M	Sell	1,890 -82	-4%	-$48.1K	0.01%	599
2025 Q2	$1.12M	Sell	1,972 -9	-0.5%	-$4.83K	0.02%	541
2025 Q1	$1.06M	Sell	1,981 -47	-2%	-$26.7K	0.03%	270
2024 Q4	$1.16M	Sell	2,028 -5	-0.2%	-$2.93K	0.03%	254
2024 Q3	$1.16M	Sell	2,033 -493	-20%	-$272K	0.03%	242
2024 Q2	$1.35M	Sell	2,526 -42	-2%	-$22.6K	0.04%	220
2024 Q1	$1.43M	Sell	2,568 -411	-14%	-$213K	0.04%	211
2023 Q4	$1.51M	Sell	2,979 -45	-1%	-$20.9K	0.04%	179
2023 Q3	$1.38M	Sell	3,024 -63	-2%	-$30.2K	0.04%	147
2023 Q2	$1.48M	Sell	3,087 -52	-2%	-$23.7K	0.04%	147
2023 Q1	$1.44M	Sell	3,139 -517	-14%	-$241K	0.04%	139
2022 Q4	$1.62M	Sell	3,656 -103	-3%	-$45.5K	0.05%	155
2022 Q3	$1.51M	Buy	3,759 +37	+1%	+$16.3K	0.05%	139
2022 Q2	$1.54M	Buy	3,722 +52	+1%	+$23.5K	0.05%	140
2022 Q1	$1.8M	Sell	3,670 -52	-1%	-$25.3K	0.05%	159
2021 Q4	$1.93M	Sell	3,722 -20	-0.5%	-$10.2K	0.06%	149
2021 Q3	$1.8M	Sell	3,742 -3,742	-50%	-$1.84M	0.05%	155
2021 Q2	$3.67M	Buy	7,484 +3,571	+91%	+$1.76M	0.11%	94
2021 Q1	$1.86M	Buy	+3,913	New	+$1.78M	0.07%	129
2020 Q4	–	Sell	-8,094	Closed	-$2.74M	–	277
2020 Q3	$2.74M	Buy	8,094 +4,041	+100%	+$1.38M	0.1%	99
2020 Q2	$1.31M	Buy	+4,053	New	+$1.23M	0.03%	207

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizon Investments's MDY Position: Q1 2026 in Review

Horizon Investments increased its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 94% in Q1 2026, buying an estimated $1.08M and bringing the position to 3,508 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #461.

Horizon Investments first reported a position in MDY in Q2 2020 and has held it in 23 quarters since. The position peaked at $3.67M in Q2 2021. 1,450 funds tracked by Wall St. Rank hold MDY as of Q1 2026.

Horizon Investments held 3,508 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $2.16M as of Q1 2026.
Horizon Investments bought 1,699 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $1.08M.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Horizon Investments's portfolio in Q1 2026, its #461 holding.
Horizon Investments first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2020 and has held it in 23 quarters since.
Horizon Investments's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $3.67M in Q2 2021.
1,450 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.